{"id":1819,"date":"2012-10-20T19:50:29","date_gmt":"2012-10-20T19:50:29","guid":{"rendered":"http:\/\/blogs.dickinson.edu\/ideafund\/?p=1819"},"modified":"2015-05-14T18:19:44","modified_gmt":"2015-05-14T22:19:44","slug":"strategic-and-tactical-planning-retreat-solidifying-our-structure","status":"publish","type":"post","link":"https:\/\/blogs.dickinson.edu\/ideafund\/2012\/10\/20\/strategic-and-tactical-planning-retreat-solidifying-our-structure\/","title":{"rendered":"Exec. Board Strategic and Tactical Planning Retreat"},"content":{"rendered":"<h2 style=\"text-align: center;\">\u00a0<strong>Semester update and retreat overview from Executive Director G Tiarachristie<\/strong><\/h2>\n<p><em><\/em><span style=\"font-size: medium;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1828 alignleft\" title=\"IMG_3577\" src=\"http:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/IMG_3577-300x200.jpg\" alt=\"\" width=\"300\" height=\"200\" srcset=\"https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/IMG_3577-300x200.jpg 300w, https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/IMG_3577-1024x682.jpg 1024w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<h3 style=\"text-align: left;\"><span style=\"font-size: medium;\"><em>Markers, flip-charts, post-it notes, blown-up charts, fun-shaped stress-balls, jittery hands, and limbs stretching against furniture\u2026\u00a0<\/em><\/span><\/h3>\n<p style=\"text-align: left;\"><span style=\"font-size: medium;\">On Saturday, September 15, the office looked like an intensively epic brainstorming scene from the Great Debators (with a several more cups of coffee and post-it tabs&#8230; and not enough Denzel Washington). The IF board spent nine hours in the 169 W High Street office space at a <strong>Strategic and Tactical Planning Retreat.<\/strong><\/span><\/p>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">This past month, the Idea Fund board has been busy establishing core processes, new protocols, and other succession and organizational documents to ensure its health, viability, and effectiveness as a project resource-center for students.<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">Continuing our Strength-Weakness-Opportunities-Challanges analysis and strategic planning from this summer, seniors J.J. Luceno and G Tiarachristie worked closely to bring Mr. Bob Boehringer, Vice President in Process Management for the\u00a0<\/span><a href=\"http:\/\/www.odgroup.com\/our_team.asp\" target=\"_blank\"><span style=\"font-size: medium;\"><em>Orion Development Group<\/em><\/span><\/a><span style=\"font-size: medium;\">, to campus and to facilitate tactical planning, process mapping, and team-based problem solving with the Idea Fund.\u00a0<\/span><span style=\"font-size: medium;\"><br \/>\n<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\"><br \/>\n<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1829 alignright\" title=\"bob\" src=\"http:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/bob.jpg\" alt=\"\" width=\"358\" height=\"232\" srcset=\"https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/bob.jpg 358w, https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/bob-300x194.jpg 300w\" sizes=\"auto, (max-width: 358px) 100vw, 358px\" \/>Mr. Boehringer has been the architect of Orion\u2019s seminar, has helped clients such as Citibank, Microsoft, and Pfitzer, and has worked in the past for Proctor and Gamble and Pepsi-Cola.\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\"><br \/>\n<\/span><\/div>\n<div style=\"text-align: left;\"><strong><span style=\"font-size: medium;\">Our goals were to build more teamwork, solidify certain processes, and prepare the foundations for more effective succession planning.<\/span><\/strong><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">Starting 8:00am that Saturday, Mr. Boehringer generously gave his time and teaching skills in an interactive 9-hour crash course on Enterprise Mapping with the IF Board. A professor at heart, he guided us through new frameworks of thinking and visual organizational possibilities\u2014keeping the organized personalities in the room at the edge of their seats.<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">By 5pm, we had created very comprehensive documents, solidifying the Project Consulting Process, addressing the issues that have arisen in the past, and applying lessons learned into new protocols to ensure inclusion of stakeholders, effective communication, clarity of tasks, structure and organization, and student ownership of their project.<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1830 alignleft\" title=\"parkinglot\" src=\"http:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/parkinglot-217x300.png\" alt=\"\" width=\"217\" height=\"300\" srcset=\"https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/parkinglot-217x300.png 217w, https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/parkinglot.png 278w\" sizes=\"auto, (max-width: 217px) 100vw, 217px\" \/>We also created the beginnings of other guiding documents, such as responsibility and cross-functional charts, and identified the next steps to develop the organizational components of the Fund. We were introduced to the idea of a \u201cParking-Lot\u201d\u2014a board for post-it notes of issues, problems, or ideas that we spontaneously think of to address later, without interrupting the current topic\/flow of focused group discussions.<\/span><\/div>\n<div style=\"text-align: left;\"><\/div>\n<div style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-1835 alignright\" title=\"IMG_3597\" src=\"http:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/IMG_3597-300x200.jpg\" alt=\"\" width=\"300\" height=\"200\" srcset=\"https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/IMG_3597-300x200.jpg 300w, https:\/\/blogs.dickinson.edu\/ideafund\/files\/2012\/10\/IMG_3597-1024x682.jpg 1024w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">With the guidance of Mr. Boehringer, the board members not only learned new analytical skills about process, steps, and issues applicable to almost anything organizational, but also more about individual strengths and working styles as team leaders.<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\"><strong>This planning retreat marks an important stage in the growth of the Idea Fund: building a solid, yet flexible, structure to the foundation of its management, organization, and succession.<\/strong> <\/span><\/div>\n<div style=\"text-align: left;\"><\/div>\n<p><div style=\"text-align: left;\"><span style=\"font-size: medium;\">With the student-developed and crowd-sourced protocols, maps, and documents that the Idea Fund recently established, we are taking lead and setting a structural example for student-run green revolving loan funds and for-student-by-student project incubators across the nation. Furthermore, we have learned valuable critical thinking, problem solving, program management, and self-development skills for life, along the way.<\/span><\/div>\n<div style=\"text-align: left;\"><\/div>\n<p><div style=\"text-align: center;\"><span style=\"font-size: medium;\">If you&#8217;re interested in more photos of this event check out the album &#8211; <a href=\"http:\/\/photobucket.com\/retreatFall2012\">Executive Board Retreat\u00a0<\/a><\/span><\/div>\n<div style=\"text-align: center;\"><\/div>\n<p><div style=\"text-align: center;\"><em><span style=\"font-size: medium;\">Because all documents are still in executive committee review stage, they are not yet available on the website. <\/span><\/em><\/div>\n<div style=\"text-align: center;\"><em><span style=\"font-size: medium;\">For a preview of these documents and charts, contact tiarachg @ dickinson.edu.<\/span><\/em><\/div>\n<div style=\"text-align: left;\"><span style=\"font-size: medium;\">\u00a0<\/span><\/div>\n<p><h3 style=\"text-align: center;\"><strong>MID-SEMESTER UPDATES<\/strong><br \/>\n<em>(What we&#8217;ve done and are doing)<\/em><\/h3>\n<ul>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established meeting facilitation and protocol and rotating facilitator for more learning and skill sharing<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Reorganized general meetings to be more interactive, productive, and student project-focused<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established a 3-part project development template: Model-Concept-Plan of Action<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Solidified a more comprehensive and inclusive Idea Process\u2014from generation, plan development, review, audit, and close-out\/lessons learned.<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Began a Responsibilities Chart<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Began a core process map for Project Consulting Services<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Began a top-down drill chart for Project Consulting Services<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Hosted the 2<\/span><span><sup>nd<\/sup><\/span><span style=\"font-size: medium;\">\u00a0Annual Dessert Formal, bringing together faculty, staff, and students<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Set up working office-hours and individual board member schedules<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Updated the Prezi with more complete information<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Got three new board members and an Idea Fund Fellow Apprentice<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established a Special Events Coordinator and Office Manager<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Created a Board Orientation Packet, including values, principles, strategies, expectations and procedures<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Created a Venn Diagram of Core Team Processes<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Created a list of learning goals for the board members<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Establishing a finances recording protocol<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established an outreach protocol<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established note taking protocol<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established a project-stage coding and updating system<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Established Community Outreach goals and core processes.<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Created an Executive Committee to help streamline decision making and process planning<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Setting up Milestones and team goals for the year<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: medium;\">Reevaluating and Reengineering the Operations Guide<\/span><\/li>\n<li style=\"text-align: left;\"><strong><span style=\"font-size: medium;\">Funded our first project on October 10th: Energy Efficient Lighting in Mathers Theater!<\/span><\/strong><\/li>\n<\/ul>\n<div><\/div>\n<div><\/div>\n<div><span style=\"font-size: medium;\"><strong><br \/>\n<\/strong><\/span><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0Semester update and retreat overview from Executive Director G Tiarachristie Markers, flip-charts, post-it notes, blown-up charts, fun-shaped stress-balls, jittery hands, and limbs stretching against furniture\u2026\u00a0 On Saturday, September 15, the office looked like an intensively epic brainstorming scene from the&#8230; <a class=\"more-link\" href=\"https:\/\/blogs.dickinson.edu\/ideafund\/2012\/10\/20\/strategic-and-tactical-planning-retreat-solidifying-our-structure\/\">Continue Reading &rarr;<\/a><\/p>\n","protected":false},"author":837,"featured_media":1825,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,1],"tags":[66912,66910,55922,66911],"class_list":["post-1819","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-uncategorized","tag-boehringer","tag-executive-board","tag-process","tag-strategic-planning"],"_links":{"self":[{"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/posts\/1819","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/users\/837"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/comments?post=1819"}],"version-history":[{"count":0,"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/posts\/1819\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/media\/1825"}],"wp:attachment":[{"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/media?parent=1819"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/categories?post=1819"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.dickinson.edu\/ideafund\/wp-json\/wp\/v2\/tags?post=1819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}